See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $624,465 | $214,378+191.3% | $200,582+211.3% | $142,382+338.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.75% | 46.41%-30.7pp | 42.33%-26.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $18,026 | $6,841+163.5% | $6,419+180.8% | $4,299+319.3% |
| Participant deferral / active EE | $15,250 | $9,865+54.6% | $9,331+63.4% | $6,507+134.4% |
| Admin fee / account holder | $189,855 | $17,692+973.1% | $16,305+1064.4% | $12,624+1404.0% |